Marck Zuehlsdorff is a registered investment advisor at LPL Financial LLC, based in Napa, CA, with 7 years of industry experience. Marck is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
833 Franklin St Ste 4, Napa, CA, 94559
Get directionsHistory
Regulatory History (1)
Criminal
April 1996Other Business Activities
Marck provides investment advisory services through AllPoint Financial Group, LLC, an independent investment advisor firm, starting in May 2023. This activity takes about 10-20% of Marck's time.
Employment History
Current Registrations
LPL Financial LLC
Allpoint Financial Group
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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